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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,481 | $201,344-74.4% | $184,243-72.1% | $145,877-64.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.90% | 29.01%-8.1pp | 28.82%-7.9pp | 551.28%-530.4pp |
| Employer contribution / active EE | $3,375 | $7,022-51.9% | $6,427-47.5% | $4,663-27.6% |
| Participant deferral / active EE | $13,946 | $9,807+42.2% | $9,132+52.7% | $6,691+108.4% |
| Admin fee / account holder | $299 | $16,382-98.2% | $13,914-97.9% | $13,402-97.8% |